经向上海证券交易所申请，公司A股股票将自2025年8月13日（即异议股东 现金选择权申报日）开市起连续停牌，此后进入现金选择权行权申报、清算交收 阶段，不再交易，公司股票继续停牌直至终止上市。 关于公司股票连续停牌直至终止上市、实施换股吸收合并的 提示性公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：601989 证券简称：中国重工 公告编号：临 2025-051 中国船舶重工股份有限公司 公司股票将自2025年8月13日（即异议股东现金选择权申报日）开市起连 续停牌，不再交易。2025年8月12日为公司股票最后一个交易日。敬请广大投资 者注意。 中国船舶工业股份有限公司（以下简称"中国船舶"）拟以向中国船舶重工 股份有限公司（以下简称"中国重工"或"公司"）全体换股股东发行A股股票 的方式换股吸收合并中国重工（以下简称"本次交易"），中国船舶为吸收合并 方，中国重工为被吸收合并方。 公司已于2025年8月5日发布《中国重工关于中国船舶工业股份有限公司换股 吸收合并中国船舶重工股份有限公司暨关联交 ...

Group 1 - The military industry sector has shown strong performance, with China Shipbuilding Industry Group stocks leading the gains, resulting in a significant increase in the CSI Military Index [1][2] - The leading military ETF (512680) rose by 3.56% in a single day, ranking among the top three ETFs in the market, with a trading volume of 265 million yuan, indicating strong market appeal [1][2] - The military ETF (512680) has a management fee rate of 0.50% and a custody fee rate of 0.10%, making its overall fee structure the lowest among similar military ETFs [1][2] Group 2 - The military ETF (512680) tracks the CSI Military Index, covering key areas such as aviation equipment, military electronics, and naval equipment, with the top ten weighted stocks including China Shipbuilding and AVIC Shenyang Aircraft [2] - Institutions believe that the military sector is entering a long-term growth phase, presenting significant investment value, particularly for stocks with technological advantages and low valuations [2] - The military ETF (512680) is seen as a convenient tool for investors to gain exposure to the military sector, allowing for risk diversification and participation in the benefits of national defense modernization [2]

Group 1 - Institutions ranked 28 stocks today, with net purchases of 14 stocks and net sales of 14 stocks [1] - The top three stocks with the highest institutional purchases were Tongling Nonferrous Metals (CNY 101 million), Jiayuan Technology (CNY 9.375 million), and Chengyi Pharmaceutical (CNY 88.38 million) [1][3] - Tongling Nonferrous Metals saw a price increase of 10.11% [2] Group 2 - A recent collapse at Chile's El Teniente mine, operated by Codelco, resulted in 6 fatalities and has halted production, affecting over 25% of Codelco's total output [3] - Codelco produced 356,000 tons of copper last year, and Tongling Nonferrous Metals is one of the largest cathode copper producers in China, with an annual production capacity exceeding 1.7 million tons [3] - China Shipbuilding Industry Corporation announced plans to absorb China Shipbuilding Industry Co., Ltd. through an A-share stock issuance [3] Group 3 - At the Ascend Computing Industry Development Summit on August 5, CANN announced it will fully open-source its platform [4] - Financial securities believe that building an ecosystem is an inevitable trend, and China needs to accelerate the improvement of underlying architectures like CANN to enhance compatibility with CUDA [4] - Dongfang Guoxin's AI deep learning application products have achieved compatibility certification with Huawei's Ascend and Harmony, further enhancing performance to meet customer needs [4]

Core Viewpoint - The article discusses the current bullish market in China, highlighting the significant increase in margin trading balances and the structural bull market driven by liquidity and market confidence [4][6]. Group 1: Market Overview - As of August 5, 2023, the margin trading balance in the Shanghai and Shenzhen markets reached 1.994 trillion yuan, with expectations to surpass 2 trillion yuan soon, marking a significant recovery since April [4]. - The article emphasizes a "structural bull market," where growth stocks are outperforming value stocks due to a shift in market dynamics and investor sentiment [6]. Group 2: Investment Strategies - Investors are encouraged to either follow market trends or wait for opportunities in undervalued stocks with cleared chip structures, rather than passively holding index funds [6]. - The article identifies sectors with potential for growth, such as new consumption represented by Pop Mart and the AI computing industry, particularly in optical modules and PCBs, as well as innovative pharmaceuticals [6]. Group 3: Fund Management Insights - Ping An Fund's recent announcement regarding redemption fee discounts for specific bond funds has sparked controversy, as it primarily benefits institutional investors while excluding most retail investors [7][9]. - The fund's A-share holdings are heavily concentrated, with 99.63% held by institutional investors, raising concerns about liquidity risks in case of large redemptions [9][10]. Group 4: Sector Performance - The article notes that the A-share market saw collective gains across major indices, with significant trading volumes and numerous stocks hitting their daily limits [12]. - The robotics sector is highlighted as a strong performer, driven by multiple catalysts and favorable news, including product launches and government initiatives [12][13]. Group 5: Industry Trends - The global platinum market is experiencing a price surge due to rapid inventory depletion, with prices rising 45% year-to-date [17]. - The express delivery industry is undergoing a price increase, with new minimum pricing regulations implemented in Guangdong province [18].

Market Overview - On August 6, a total of 77 stocks in the A-share market hit the daily limit, with 63 stocks remaining after excluding 14 ST stocks, resulting in an overall limit-up rate of 75.49% [1] - The highest limit-up order volume was recorded by Tongling Nonferrous Metals, with 833,800 hands, followed by China Shipbuilding Industry, Zhong An Keji, and Beiwai Technology, with limit-up orders of 646,600 hands, 288,300 hands, and 230,000 hands respectively [1] Limit-Up Stocks Summary - The top three stocks by limit-up order funds were Beijiajie (5.06 billion), Changcheng Jincheng (3.46 billion), and Tongling Nonferrous Metals (3.36 billion) [1] - Beijiajie closed at 44.97 yuan with a turnover rate of 3.99%, driven by probiotics, the three-child policy concept, oral care, and exports [2] - Changcheng Jincheng closed at 46.98 yuan with a turnover rate of 5.88%, influenced by military equipment restructuring, ammunition and weaponry, and a narrowed mid-term loss [2] - Tongling Nonferrous Metals closed at 4.03 yuan with a turnover rate of 7.75%, supported by share buybacks, copper foil expansion, and state-owned enterprise reform [2] - China Heavy Industry closed at 5.15 yuan with a turnover rate of 4.24%, boosted by absorption and merger, shipbuilding, and state-owned enterprise reform [2]

Market Overview - The A-share market experienced a significant rally, with over 3,300 stocks rising and the Shanghai Composite Index closing at 3,633.99 points, the highest since January 4, 2022 [1] - The total trading volume reached 1.76 trillion yuan, marking a continuous increase in market activity over two days [1] Sector Performance - The defense and military sector saw explosive growth, leading the market with major stocks like China Shipbuilding and China Heavy Industry hitting their daily limits [1][6] - The Defense Industry ETF (512810) surged by 3.3%, reaching a new high not seen in over three and a half years, with significant trading volume [1][3] - Technology stocks also expanded their gains, with AI-focused ETFs like the Innovation AI ETF (589520) and the Growth Enterprise Market AI ETF (159363) both rising over 1% [1] Financing and Market Signals - The margin trading balance in the A-share market surpassed 2 trillion yuan for the first time in ten years, indicating a bullish market sentiment [2][11] - Agricultural Bank of China became the new market capitalization leader, surpassing Industrial and Commercial Bank of China with a market cap of 2.11 trillion yuan [2] Defense and Military Sector Insights - The defense sector is experiencing heightened interest due to the upcoming military parade, with significant capital inflow of over 15.4 billion yuan in a single day [3][8] - The merger between China Shipbuilding and China Heavy Industry is set to create the largest shipbuilding company globally, with total assets exceeding 400 billion yuan [7] - Analysts predict that the defense sector's fundamentals are improving, with expectations for continued order announcements and performance recovery in the coming months [7][8] Brokerages and Financial Sector - The top brokerage ETF (512000) has seen a surge in inflows, reflecting the growing optimism in the market as the financing balance reaches a new high [11][15] - The brokerage sector is expected to benefit from the overall market uptrend, with many firms reporting positive earnings growth [11][14] AI and Technology Sector Developments - The upcoming World Robot Conference is generating excitement in the AI sector, with companies like Yushun Technology launching new products [20][21] - The AI Vision concept is gaining traction, with significant stock price increases for companies involved in AI technology, such as Aobi Zhongguang and Lingyun Technology [20][21] - The Innovation AI ETF (589520) is positioned to benefit from the growth in the AI industry, with a strong focus on domestic AI supply chains [21][23]

沪指8月6日上涨0.45%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为国防军工、机械设 备，涨幅分别为3.07%、1.98%。国防军工行业位居今日涨幅榜首位。跌幅居前的行业为医药生物、建 筑材料，跌幅分别为0.65%、0.23%。 资金面上看，两市主力资金全天净流出96.52亿元，今日有7个行业主力资金净流入，机械设备行业主力 资金净流入规模居首，该行业今日上涨1.98%，全天净流入资金43.67亿元，其次是国防军工行业，日涨 幅为3.07%，净流入资金为42.83亿元。 主力资金净流出的行业有24个，医药生物行业主力资金净流出规模居首，全天净流出资金90.49亿元， 其次是通信行业，净流出资金为29.49亿元，净流出资金较多的还有银行、建筑材料、建筑装饰等行 业。 国防军工行业今日上涨3.07%，全天主力资金净流入42.83亿元，该行业所属的个股共139只，今日上涨 的有124只，涨停的有9只；下跌的有14只。以资金流向数据进行统计，该行业资金净流入的个股有82 只，其中，净流入资金超亿元的有13只，净流入资金居首的是中国重工，今日净流入资金5.88亿元，紧 随其后的是内蒙一机、中国船舶，净流入资 ...

4月30日公司发布的一季报数据显示，一季度公司共实现营业收入122.16亿元，同比增长20.12%，实现 净利润5.19亿元，同比增长281.99%。 7月11日公司发布上半年业绩预告，预计实现净利润15.00亿元至18.00亿元，同比变动区间为 181.09%~237.30%。（数据宝） 中国重工8月6日交易公开信息 中国重工(601989)今日涨停，全天换手率4.24%，成交额48.40亿元，振幅10.52%。龙虎榜数据显示，机 构净卖出5202.48万元，营业部席位合计净买入2.94亿元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.59%上榜，机构专用席位净卖出5202.48万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.05亿元，其中，买入成交额为4.24亿 元，卖出成交额为1.81亿元，合计净买入2.42亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖一，合计净卖出5202.48万元。 资金流向方面，今日该股主力资金净流入5.88亿元，其中，特大单净流入6.13亿元，大单资金净流出 2452.35万元。近5日主力资金净流入4.85亿元。 融资融券数据显示 ...

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数集体收涨，截至收盘，沪指涨0.45%，深成指涨0.64%，创业板指涨0.66%。 全市场成交额17591亿元，较上日放量1433亿元。两市超3300只个股上涨。 盘面上，机器人，peek材料全线走强，中欣氟材两连板，凯盛新材、华密新材30CM封板。军工装备持续走强，北方长龙长城军工五天四板，中国 重工、中国船舶等涨停封板。 01 机器人板块再度活跃 peek材料概念股又大涨 今日受消息面刺激，机器人板块再度领涨，机器人轻量化重要材料PEEK材料概念也迎来大涨，其中中欣氟材两连板；华密新材30cm涨停；新瀚新 材，凯盛新材20cm涨停； 02 高位股上纬新材跌停 今天机器人板块虽然领涨，但高人气机器人概念股上纬新材20cm跌停，并发公告：如未来进一步上涨，可能再次申请停牌 | 上纬新材 | | | | | | | --- | --- | --- | --- | --- | --- | | 688585 已收盘 08-06 15:30:00 北京 | | | | | | | 88.38 -22.10 -20.00% | | 2.38万人加自选 COC > | | ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 机构专用 | 1512次 43.19% 2 | | | | 2 | 中国中金财富证券有限公司厦门分公司 | 50.00% 2次 | | | | 3 | 招商证券股份有限公司北京西直门北大街证券营业部 | 1次 0.00% | | | | 4 | 中银国际证券股份有限公司北京宣外大街证券营业部 | 次 | | | | 5 | 华宝证券股份有限公司上海东大名路证券营业部 | 45 次 44.44% | | | | | (买入前5名与卖出前5名)总合计: | | 42352.30 | 8.75% | 格隆汇8月6日｜中国重工（维权）(601989.SH)今日涨停，换手率4.24%，成交额48.4亿元。龙虎榜数据显示，"量化基金"位列买一席位，买入1.25亿元；"天 童南路"位列买四席位，买入7045万元；"量化打板"位列买五席位，买入5665万元。上榜席位全天买入4.23亿元，卖出1.81亿元，合计净买入2.42亿元。(格隆 汇) | 序号 | 交易营业部名称 | | ...